You need to have a way to track the different elements that are essential to the company:
1. Performance 2. Execution (customize the sheet with what management says is important for the company) 3. Cash flow (revenue, gross margins, cash flow, and profits).
$ZS $ROKU $PTON
Here is @Stocknovice explaining his way of using the dashboards and doing the due-diligence for his highest conviction names.
The more you do work in the back-end, the more comfortable you will be to take the decision to buy and sell.
Information + instinct = decision buy or sell.
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Growth investor Richard Chu (@richard_chu97) goes into a digital health deep-dive at #FTW2021.
Find out more about:
• Healthcare disruption
• Why now is the right time for healthcare?
• Newtopia Inc company perspective
• The process of identifying winners.